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Notes: This CoreLogic House Price Index report is for January. The recent Case-Shiller index release was for December. The CoreLogic HPI is a three-month weighted average and is not seasonally adjusted (NSA). From CoreLogic: CoreLogic: US Annual Home Price Growth Continues Single-Digit Slowdown in January CoreLogic®. today released the CoreLogic Home Price Index (HPI™) and HPI Forecast™ for January 2023.
My Two-for-Tuesday morning train reads: • A 120-Year-Old Company Is Leaving Tesla in the Dust : Tesla had me convinced, for a while, that it was a cool company. fundamentally, its cars had no competition. If you wanted an electric car that could go more than 250 miles between charges, Tesla was your only choice for the better part of a decade. ( New York Times ) see also Tesla Offers an Unprecedented Look at the Bench Behind Elon Musk : In a clear response to investor criticism, the CEO shared t
Real Insights forecasts some challenges for commercial real estate investors in 2023. Realty Income agreed to buy a portfolio of more than 400 convenience stores across the U.S. in a sale-leaseback transaction, reports Commercial Property Executive. These are among today’s must reads from around the commercial real estate industry.
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
From Dodge Data Analytics: Dodge Momentum Index Gets a Boost in February The Dodge Momentum Index (DMI), issued by Dodge Construction Network, advanced 1.9% in February to 203.0 (2000=100) from the revised January reading of 199.3. In February, the commercial component of the DMI rose 1.4%, and the institutional component increased 2.9%. “The Dodge Momentum Index returned to growth in February after falling 9% last month,” stated Sarah Martin, associate director of forecasting for Dodge Construc
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for February. This report is for private payrolls only (no government). The consensus is for 195,000 payroll jobs added in February, up from 106,000 added in January. • At 10:00 AM, Job Openings and Labor Turnover Survey for January from
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. • At 8:15 AM, The ADP Employment Report for February. This report is for private payrolls only (no government). The consensus is for 195,000 payroll jobs added in February, up from 106,000 added in January. • At 10:00 AM, Job Openings and Labor Turnover Survey for January from
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Powell to Congress – “Fed chief Powell is set to begin two days of congressional testimony Tuesday, where he’ll have the chance to explain the central bank’s planned response to a more resilient e.
Economic concerns or not, holistic financial planning isn’t possible without having a full picture of your client base and the presence of diverse advisors who reflect them.
Today, in the Calculated Risk Real Estate Newsletter: Pandemic Economics, Housing and Monetary Policy: Part I A brief excerpt: Pandemic economic outcomes were frequently largely unexpected. For example, early in the pandemic, there was a shortage of toilet paper. Since there are two supply chains for toilet paper - one residential and the other commercial - and many more people were using the bathroom at home instead of at the office, there was a shortage of residential toilet paper.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
From Manheim Consulting today: Wholesale Used-Vehicle Prices See Large Increase in February Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) increased 4.3% in February from January. This was the largest increase for the full month of February since 2009’s 4.4% rise. The Manheim Used Vehicle Value Index (MUVVI) rose to 234.5, down 7.0% from a year ago.
The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Behavior Happiness increases with income for 80% of the population. (pnas.org) How people think about inventions based on their age at introduction. (klementoninvesting.substack.com) Do attractive people get better deals? (papers.ssrn.com) Factors Why bother with the size factor? (blogs.cfainstitute.org) Is momentum just an agglomeration of other factor momentum?
Strategy What expanding your time horizon gets you. (behaviouralinvestment.com) What assumptions underlie the idea behind index investing. (priceactionlab.com) Why you shouldn't take investment advice from TV personalities. (youtube.com) Finance Ken Griffin comes out on top of the 2022 Midas List. (institutionalinvestor.com) Why there's not been a true 'next Warren Buffett.
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Welcome back to the 323rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Yonhee Choi Gordon. Yonhee is a Principal and the Chief Operating Officer of JMG Financial Group, an independent RIA based in Chicago, Illinois, that oversees nearly $5 billion in assets under management for close to 1,500 client households. What's unique about Yonhee, though, is how, through her nearly 4 decades with JMG Financial Group, Yonhee has been a part of not only the firm’s
Commas drive me crazy. I’m often unsure about whether my clients’ long sentences need commas. A helpful rule is finally sinking into my head. I need to place a comma before an independent clause that follows a coordinating conjunction. What’s an independent clause? Here’s a nice, informative example from Actually, the Comma Goes Here by Lucy Cripps: Each independent clause makes sense on its own, but it links very closely in theme to the other independent clause.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
More than two out of three banks are offering workers either full flexibility or some sort of hybrid-work arrangement, according to a survey of more than 300 financial services institutions by Scoop, which helps companies coordinate hybrid teams. Half of the 76 banks surveyed were hybrid, meaning they set minimum or specific times for on-site attendance.
Take a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since 2000. We've updated this through the February 28, 2023 close.
U.S. stocks closed sharply lower on Tuesday after Federal Reserve Chairman Jerome Powell warned of the potential need for higher rates to cool inflation if economic data stays strong. The Dow Jones Industrial Average DJIA fell about 574 points, or 1.7%, ending near 32,856, while the S&P 500 index SPX shed about 1.5% and the Nasdaq Composite Index closed down 1.3%, according to preliminary FactSet figures.
The premier association for agents and advisors in the United States encourages diversity, equity, and inclusion in the insurance and financial services industry and promotes financial security for all Americans.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Binance.US, the U.S. version of the global crypto exchange Binance, can move forward with absorbing customer accounts and around $1 billion in crypto from Voyager Digital, a judge said — despite objections from the Securities and Exchange Commission, the Wall Street Journal reported on Tuesday. The Journal reported that Judge Michael Wiles of the U.S.
Sorry for this dose of reality! It is March…that means you have just about 5 weeks left to get organized and submit your tax return. The tax deadline is April 18, 2023 (some taxpayers in disaster areas in California, Georgia and Alabama have an extended deadline). Gathering all your documents is crucial to complete a tax return free of mistakes. As life gets more complicated this can become a daunting task.
U.S. stock indexes opened modestly lower on Tuesday as traders awaited Federal Reserve Chairman Jerome Powell's testimony before Congress on the state of the economy. The Dow Jones Industrial Average shed 5 points, leaving it nearly flat at 33,425.The S&P 500 and the Nasdaq Composite each dropped 0.1%. Powell is set to appear before the Senate Banking Committee on Tuesday to deliver the first part of his two-day semiannual monetary policy testimony.
Today’s Animal Spirits is brought to you by YCharts: Enter your information here to get 20% off YCharts (new clients only) On today’s show, we discuss: Why so bearish? The Exchange from the desk of Kelly Evans I spent two years revenge spending, it was hard to stop Bars, hotels and restaurants become the economy’s fastest-growing employers Net Interest on Goldman Sachs, Silvergate, Revolut, and Klarna .
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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